Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,626
Closed -$594K 160
2022
Q4
$594K Buy
+3,626
New +$594K 0.41% 104
2022
Q1
Sell
-4,863
Closed -$1.01M 172
2021
Q4
$1.01M Sell
4,863
-17
-0.3% -$3.52K 0.66% 59
2021
Q3
$569K Buy
+4,880
New +$569K 0.41% 88